We have now made it easier to copy data to and from Uniconta simply by using copy and paste. This way data can quickly be copied and pasted without having to perform exports or imports. Any list form can be copied in pasted from and to. When copying from a Uniconta list form, the contents are saved to the clipboard and can then be pasted, for example, into Excel, Word etc. Data can also be copied and pasted  into other compatible list forms within Uniconta.  For example, from the order list forms to the purchase list forms (e.g. when ordering goods using the data in a customer order or vice versa). If, for example, the totals from the Chart of Accounts are required for a new budget in Excel, then it is also easy to copy the whole Chart of Accounts grid and paste it into an Excel worksheet.

N.B.: When using the Copy/Paste function, remember that the headings need to be exactly the same, including upper and lower case letters. Any program that uses columns can also be copied from. For example, Uniconta and Excel.

Uniconta’s clipboard is located in the top right hand corner of the screen: Copy to Clipboard

This button has several options to choose from, as shown in the screen shot below.

Hold down the “Ctrl” key and click on the option required, as in the above screenshot.

Marked lines: This copies all data in the fields shown within any lines that have been highlighted.

Select all: This copies all data in the list form whether the data is visible or not. For example, when in the Chart of Accounts or the Customer list, “Select all” will copy all fields in those lists including the data at the bottom without the need to scroll down.  However, only fields that are shown will be copied. In other words a layout should be created that only shows the fields that the user needs to be copied to the clipboard.

The “Copy to Clipboard” button can be used in all list forms that display transactions, order lines, journal entries etc. (i.e. all lists that show several transactions). “Copy to Clipboard” cannot be used in detail forms that only show one record, transaction or an account in the Chart of Accounts, i.e. a form that has been accessed using the “Edit” button.

Once the data has been copied to the clipboard, Word, Excel, Notepad etc. can be opened and ”Paste” selected in that program. This is a quick way to copy data without the need to perform an export.

Long lists of data can be copied without problems. This has been tested using accounts containing 47,000 transactions, which were copied and pasted into excel in under 2 seconds.

Copying and pasting form data within Uniconta

The content of the clipboard can also be pasted within Uniconta. However, there are some limitations.

The contents of the clipboard can be pasted into all list forms which contain line items, such as, journals, order lines inventory journals and other places where line items can be created. However, the list forms must be compatible, For example, an accounting journal cannot be copied and pasted to an order line, since the fields are not “compatible”.

Purchase line items and order line items are compatible. Invoice line items and inventory entries are also compatible with order and purchase line items. So an old invoice could be used, the lines copied and pasted into a new sales order.

Below is an example where an order is used to set up a purchase line item using “Copy” and “Paste”. This can be useful if orders are bought ‘on demand’ rather than kept in stock.

Select and copy all

Example:

A sales order contains the following order lines:

Everything needs to be ordered with the wholesaler, since the company does not keep the items in stock.

Click on the clipboard icon and “Select all” as shown in the screenshot below:

Create a new purchase order and purchase line items.

Place the cursor on the first purchase order line item and click on CTRL+V (Paste).

The order lines items will be copied to the purchase order. Make any edits required (e.g. price and discount percentage).

Copy “Marked lines” only  

Selected or “marked” lines can also be copied.

Lines can be marked and copied by clicking on the lines and then choosing “Marked lines” under the clipboard icon.

Several lines can be marked by holding down the “Ctrl” key and highlighting the required lines (the lines will appear in yellow).